Trish Leary

Trish Leary

Nessuna posizione attualmente

Consumer Services
Finance

Profilo

Ms. Patricia B.
Leary, CFA MBA, is a Portfolio Manager at Boston Trust Investment Management, Inc. She manages portfolios for private wealth and institutional clients.
She is also a leading contributor to the firm’s client account management practices and trust operations, ensuring timely and responsive administrative support for a broad range of clients.
She is a member of the Investment and ESG Research & Engagement Committees.
Previously, she was responsible for institutional consultant relationship management and business development.
Ms. Leary began her career in 1985.
Previously, she worked at U.S.
Trust Bank and Citizens Financial Group.
She earned a BA from the University of Vermont and an MBA from Boston College.
She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
She also holds the Certified Trust and Financial Adviser designation.

Precedenti posizioni note di Trish Leary

SocietàPosizioneFine
Membro del Comitato di Investimento 23/09/2019
Citizens Bank of Massachusetts Corporate Officer/Principal -
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Formazione di Trish Leary

University of Vermont Undergraduate Degree
Boston College Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private2
Citizens Bank of Massachusetts

Finance

Finance